Franklin Universal Trust (FT)
6.57
+0.02
(+0.23%)
USD |
NYSE |
Apr 24, 14:23
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 2.77% | -13.41% | 190.25M | 60003.87 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 4.52% | 17.73% | -- | Upgrade |
Basic Info
| Investment Strategy | |
| The fund's primary investment objective is to provide high, current income consistent with preservation of capital. It's secondary objective is growth of income through dividend increases and capital appreciation. |
| General | |
| Security Type | Closed-End Fund |
| Equity Style | Large Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Tactical Allocation |
| Category Index | Morningstar Mod Agg Tgt Risk TR USD |
| Global Category Name | Moderate Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | Balanced |
| Fund Owner Firm Name | Franklin Advisers, Inc. |
| Prospectus Benchmark Index | |
| ICE BofA US High Yield TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Glenn Voyles | 18.26 yrs |
| Jonathan Belk | 4.25 yrs |
Performance Versus Category
As of April 23, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 23, 2024.
Basic Info
| Investment Strategy | |
| The fund's primary investment objective is to provide high, current income consistent with preservation of capital. It's secondary objective is growth of income through dividend increases and capital appreciation. |
| General | |
| Security Type | Closed-End Fund |
| Equity Style | Large Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Tactical Allocation |
| Category Index | Morningstar Mod Agg Tgt Risk TR USD |
| Global Category Name | Moderate Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | Balanced |
| Fund Owner Firm Name | Franklin Advisers, Inc. |
| Prospectus Benchmark Index | |
| ICE BofA US High Yield TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Glenn Voyles | 18.26 yrs |
| Jonathan Belk | 4.25 yrs |